1,693 hedge funds and large institutions have $91.8B invested in Chubb in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 703 increasing their positions, 583 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,693
Holders Change
+8
Holders Change %
+0.47%
% of All Funds
24.62%
Holding in Top 10
38
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24%
% of All Funds
0.55%
New
130
Increased
703
Reduced
583
Closed
95
Calls
$477M
Puts
$495M
Net Calls
-$17.4M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Shares
Change %
WFAG
1051
Worth Financial Advisory Group
North Carolina
$621K +$621K +2,436 New
BB
1052
Burford Brothers
Texas
$620K
PWMG
1053
Prestige Wealth Management Group
New Jersey
$620K +$184K +720 +42%
EH
1054
Equitable Holdings
New York
$614K +$172K +676 +39%
CPWA
1055
Cerro Pacific Wealth Advisors
California
$612K +$612K +2,401 New
GA
1056
Goldstein Advisors
Wisconsin
$612K +$9.69K +38 +2%
KFS
1057
Kurt F. Somerville
$612K
MTIC
1058
Missouri Trust & Investment Company
Missouri
$607K +$607K +2,378 New
VBCG
1059
Valley Brook Capital Group
Pennsylvania
$606K +$144K +565 +31%
HVIA
1060
Hudson Valley Investment Advisors
New York
$604K +$145K +641 +32%
PL
1061
Plancorp LLC
Missouri
$604K +$8.16K +32 +1%
KP
1062
Keel Point
Alabama
$601K +$259K +968 +76%
BEI
1063
Benjamin Edwards Inc
Missouri
$600K -$48.7K -191 -8%
Fidelity International
1064
Fidelity International
Bermuda
$599K -$6.6M -25,865 -92%
VC
1065
Vicus Capital
Pennsylvania
$598K -$7.91K -31 -1%
EI
1066
Ellevest Inc
New York
$596K +$84.2K +330 +16%
RCA
1067
Ranch Capital Advisors
Florida
$591K +$80.1K +313 +16%
MPI
1068
Mairs & Power Inc
Minnesota
$589K -$181K -710 -24%
SIG
1069
Sky Investment Group
Connecticut
$588K
SMA
1070
Sage Mountain Advisors
Georgia
$588K +$200K +786 +52%
LIM
1071
Leavell Investment Management
Alabama
$588K +$164K +641 +39%
MIC
1072
Means Investment Company
Maine
$586K -$12.8K -50 -2%
ESB
1073
Essex Savings Bank
Connecticut
$586K +$51.8K +203 +10%
MFIM
1074
Mesirow Financial Investment Management
Illinois
$585K -$130K -508 -18%
CCG
1075
Catalina Capital Group
California
$583K +$28.6K +112 +5%